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Personal financial planning is a systematic approach to managing one's finances, ensuring that current needs are met while also preparing for future financial goals and uncertainties. At its core, it's about strategizing and making informed decisions to achieve specific financial objectives.
Inflation is a critical economic concept that affects everyone, whether they realize it or not. In South Africa, inflation has been a constant feature of the economy for decades, and it can have significant implications for your financial plans.
Life insurance and funeral cover are things that everyone should think about. However, it’s important to note that there is a difference between these types of long-term insurance.
Spending money on basically anything because you ‘simply can’, is one of the reasons why I believe most young adults are constantly in debt. Being controlled by social media and trying to stay on trends often leads most of us to living beyond our means.
In our previous article, we discussed 5 signs that it’s time to speak to a financial advisor but now you may be wondering what the difference between a financial advisor and a broker is. In this article, we will look at the main differences between these two so that you can understand who you are choosing to look after your portfolio.
Investing in an approved Section 12J VCC is indirectly investing in and building the South African economy. It also acts as a tax-efficient incentive for investors as it allows for a full tax deduction of the amount invested for the specific tax year.
With a new year approaching, we could start this chapter on a brand-new page, with new habits and a new way of thinking about our personal finances.
There is a common misconception that a personal financial plan is formulated and implemented once and doesn’t need much attention afterwards. However, on the contrary, the only way your financial plan is going to work for you the way you want it to is for you to review it regularly.
Our financial advisors believe that it is never too late to start. In fact, there really is no time like right now to change the way you manage your money, so that you can secure a stable future for yourself.
Our financial advisors in Johannesburg can help you develop and refine a perfect, comprehensive financial plan that will help you reach your short- and long-term financial goals.
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